+42.0%
SOFI vs AKAM
+1.5%
+40.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.8% |
| 7D | -4.9% | +1.5% | -6.4% | -5.6% |
| 30D | -3.5% | -13.0% | +9.6% | +1.5% |
| 3M | +3.9% | -19.4% | +23.3% | +11.6% |
| 6M | -6.5% | +0.3% | -6.8% | -12.4% |
| YTD | -33.8% | +22.4% | -56.2% | -45.7% |
| 1Y | -33.3% | +34.8% | -68.1% | -48.4% |
| 3Y | +94.6% | +1.9% | +92.7% | +66.8% |
| 5Y | +13.3% | -4.6% | +17.9% | -5.2% |
| All | +42.0% | +1.5% | +40.4% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AKAM.
Daily Out/Under-Performance
Portfolio return minus AKAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AKAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AKAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling